Corporate Financial Planning

Barchester Green Investment is a leading provider of advice on group pension schemes and employee benefits.

We work with some of the UKs foremost Charities and Social Enterprise businesses.

Some of our clients:

• Greenworks (winners of the Queen’s Award for Sustainability)
• SEDEX- supplier ethical data exchange
• Nordoff-Robbins
• Able and Cole

SEDEX case study

SEDEX work with some of the UK’s leading businesses helping them to continually improve the ethical performance of their supply chains by providing monitoring data on suppliers.

In order to attract and retain the best employees SEDEX offer a group pension scheme which is provided by AEGON/Scottish Equitable.

We provide:

• Advice and administration support relating to the scheme
• Inducation packs and training for new members
• Annnual review meetings to track fund performance and consider the spread of investment for scheme members
• Access to an award winning ethically screened investment fund